Work -Relay provides a comprehensive, consistent platform for quickly building process and project management solutions on the Salesforce platform.

Stop doing today's job with yesterday's tools and yesterday's concepts. 

An innovative and powerful new way to master the increasingly complex and disconnected business landscape.

Complexity made simple

✓   Graphical, drag -and -drop, wizard -driven workflow                        designer aimed at business users with no formal training.

✓   Address the full spectrum of processes, from fully                              automated to ad hoc.              

✓   Design interconnected, hierarchical, and consolidated            combinations of processes

✓   Build modular, self-contained processes to  facilitate                incremental composition and recomposition.

✓   Insert regulatory compliance rules and guidelines.

✓   Define rules to manage multiple automated reminders          and escalations.

✓   Build processes with any number of sub -process levels.        Add actions at any point in a process, including                          database updates, sending emails, call web services, etc.

A powerful design tool makes specifying even complex, multi-level, interconnected processes easy. The modular design architecture allows processes to be easily be mixed and matched as needed.

Every user's command center

A single view for managing all work—structured and unstructured, formal and informal. Users can easily see what tasks are most important, what’s coming up, and receive real-time notifications in their own custom Kanban boards

✓  Configure any number Kanban boards with any number of           columns, and design customized cards for every board and         column.      

✓   Create composite boards consisting of multiple board, with        drill-down capability.

✓   Each task card provides access to its related Chatter feed,          forms, content, checklists, etc. 

✓ Add headers and footers that include calculated fields,                  dynamic forms, reminders and checklists.

✓  Add formulas to dynamically/conditionally display fields in a             card, rules to govern how cards can move between                               columns, and actions that can be executed, including                           database  updates.

✓   Build simple workflows with conditions and actions.

✓   Start processes, add tasks and issues, use forms for data            entry, log time.

Dynamic Forms 

The Form Designer is built for non-technical users with a minimal amount of Salesforce knowledge. It is capable of building complex forms that would normally require coding.

✓   Eliminates the need to create complex                                                      screens/pages/components with apex controllers.

✓   Use Form Events to trigger actions (e.g. refresh lists,  update                       records, get data from external systems) inside  the form.

✓   Combine fields from a primary data source (including                        external data sources like DB2) and any related data sources          into a single form.

✓   Add Virtual Fields that allow designers to add data to a                 form that doesn’t exist on a Salesforce object


✓   Use Conditional Styling to make fields, sections, pages, and         static text visible, hidden, required, cleared or disabled                 (read-only) based on defined conditions.

✓  Use a "form within a form" capability so that forms can be           re-used, and can be from any data source.

✓ Process actions can be made available on the form,                      including restarting a branch or a process, skip a step,                  Approve/Reject/Proceed steps, etc.   

Real-time progress tracking

Progress scorecards give everyone the ability to see real-time progress, what’s held up, and what’s late. Using the flexible Kanban capability, users to create their own version of

✓   Provide holistic status visibility over all the steps in multipie          processes without having to navigate through multiple                  screens.

✓   Provide a real-time understanding of what work is     being           done across the organization, thereby providing the insight         needed to track and prioritize work effectively.

✓  See all or filtered steps from any number of processes a         consolidated Gantt chart with filtering by e.g.                               responsibility, step, dates, etc.

✓   Get an early warning of potential problems by tracking          status trends.

Beyond Gantt charts!

Design the processes behind the project to manage dependencies; eliminate time-intensive schedule updates; and use Work-Relay’s modular architecture to dynamically put together end-to-end project plans.

✓   Turn any process into a project by adding dates to tasks               and managing the process in a Gantt view.

✓   See all the tasks for all projects in a single Gantt view.

✓  Create and apply any number of user-defined                                       algorithms to answer the question: How should date                           calculations be handled when dates and/or durations are                 modified?  

✓   Facilitate duration-driven and date-driven scheduling.

✓   Use hard dates (start the task only when the date is hit),              and soft dates (can start the task immediately).

✓   Use backward and forward recalculation of predecessors          and successors, and specify the rules for handling gaps              between tasks.

✓   Effectively support repetitive projects (projects based on a        common set of processes with some variations added                each time the project is run).

Multidimensional Planning 

See the future activities for all projects and processes in a single dashboard. Use powerful filtering and grouping to effectively manage resource assignments, and distribute work to resource pools, teams, or individuals.

✓  Visualize and edit multiple processes and projects in                 one user interface.

✓   Provide a comprehensive look at who is working on what              when across all active processes.

✓  Group and filter tasks in many different ways, including by       assignee, process Name, Step Name, Record Name.

✓   Create resource pools and maintain a skills database.

✓   Track resource availability and utilization.

✓   Automatically determine which employees to notify and        assign work to at each stage in a process.

✓   Automatically alert management if no resources are              available at a particular step in the process so the                    problem can be addressed. 

Measurement & optimization

Utilize standard reports or build your own custom dashboards to track your important KPIs like time, budget, and ROI in one place

  • How long does a process typically take to complete?

  • Where are the bottlenecks?

  • Why is this flow taking longer than expected?

  • How many flow instances are currently at this step in the flow?

  • What is the threshold for days overdue?

  • What tends to cause a flow to be blown off course?

✓   Use data accumulated through monitoring and look for          patterns that can be used to improve processes

✓   Predict missed SLAs by comparing history to the activity        timeline in order to estimate overall time to completion

✓   Identify process deficiencies faster, and take immediate        corrective action before things get out of hand.

✓   Validate process changes. Establish baselines for the              current situation and use them to determine whether              specific changes are effective or not.

Provide your organization a powerful work execution platform that offers exceptional speed to business value.

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